Callback Scheduling for Insurance Agencies on WhatsApp
Your insurance agency loses work every time a WhatsApp goes unanswered. Our AI assistant books a callback at a time that suits the customer — instantly, 24/7 — so clients requesting quotes always get a reply, and every interaction lands in your dashboard and Google Sheet.
Why insurance agencies use it
Callback Scheduling, handled automatically
Callback Scheduling
The bot books a callback at a time that suits the customer for your insurance agency, in your brand's voice.
Instant & accurate
Answers clients requesting quotes in seconds using your real prices and policies — no guesswork.
Logged automatically
Every message and outcome is saved to your dashboard and Google Sheet.
How it works
Live in three steps
Link your number
Scan a QR to connect the WhatsApp number your clients requesting quotes already message.
Add your details
Enter what your insurance agency offers, prices and policies, and how the bot should behave.
It books a callback at a time that suits the customer
Every message is handled automatically and recorded for you.
Bring Callback Scheduling to your insurance agency
Start now or ask for a quick demo — on WhatsApp.
FAQ
Questions, answered
The AI reads each WhatsApp message from clients requesting quotes, understands the request, and books a callback at a time that suits the customer — using the services, pricing and policies you set. Every interaction is saved to your dashboard and Google Sheet.
No. You keep your existing number and link it by scanning a QR code.
Yes — create users under your insurance agency's account so staff can manage conversations and your API.
It tells the customer a team member will follow up and flags the chat for you.
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